Customer Service Representative [Hourly Base + Annual Incentive]

My Senior Health Plan•La Jolla, CA

1d•Onsite

About The Position

At My Senior Health Plan, we help seniors navigate healthcare coverage decisions. As a Customer Service Representative, you will play a vital role in delivering a seamless and compassionate experience for every client. This role is for individuals who are highly organized, people-focused, and thrive in a fast-paced environment, offering an opportunity to build a meaningful career while helping others. You will be the connection point between clients, the sales team, and insurance partners, ensuring every interaction is handled with care and precision.

Requirements

High School Diploma/GED + 1 year of admin experience, or Associate's degree.
Bilingual in Spanish strongly preferred.
Strong phone presence and a friendly, professional demeanor.
Excellent organizational and communication skills.
Ability to multitask and manage time effectively.
A team player with a proactive attitude and eagerness to learn.
Proficiency in CRMs and internet navigation.
A passion for helping others.

Responsibilities

Serve as a friendly, professional point of contact via phone and email.
Respond to client questions with clarity, empathy, and urgency.
Conduct verification and follow-up calls to support client satisfaction.
Process insurance applications with accuracy and attention to detail.
Maintain and update client records in CRM systems (Salesforce/HubSpot).
Prepare and send client kits and documentation.
Track application status and coordinate with insurance carriers.
Route qualified leads to the sales team.
Support post-sale follow-up and satisfaction surveys.
Assist with administrative tasks and special projects as needed.

Benefits

Competitive hourly base pay ($20-$24/hr) with an annual bonus.
Health insurance (medical, dental, vision) with 75% employer paid.
Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
401(k) plan with matching (up to 4%) and profit-sharing (5-10% of salary).
Paid vacation (5 business days in year 1, 10 business days in year 2, 15 business days in year 3+).
Sick time (5 business days).
Company holidays, including the week of Christmas.
Paid parking in La Jolla, CA.
Walk to the beach on your break!
Robust training program.